Richard C. Young & CO., LTD.

CIK 0001387304 · NEWPORT, RI · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Richard C. Young & CO., LTD. reported 101 positions worth $1.36B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: MU (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.36B
2026 Q2
Positions
101
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.0%
Est. Net Flow (Q)
2026 Q2
10 / 101 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMicron Technology IncSH$74.4M5.48%64,454
2DELLDell Technologies IncSH$69.9M5.15%162,027
3CATCaterpillar Inc DelSH$52.7M3.88%49,495
4GLDM1USDWorld Gold TRSH$49.6M3.66%625,076
5AVGOBroadcom IncSH$49.1M3.62%130,102
6GOOGLAlphabet IncSH$46.7M3.44%130,571
7GLDSPDR Gold TrustSH$43.2M3.18%117,182
8STRLSterling Infrastructure IncSH$42.4M3.12%50,501
9NVDANvidia CorporationSH$38.4M2.83%191,833
10AMZNAmazon Com IncSH$35.8M2.64%150,071

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Richard C. Young & CO., LTD. hold as of Q2 2026?

Richard C. Young & CO., LTD. reported 101 positions worth $1.36B in its Q2 2026 13F filing. Largest positions: MU (5.5%), DELL (5.2%), CAT (3.9%), GLDM1USD (3.7%) and AVGO (3.6%).

What did Richard C. Young & CO., LTD. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Richard C. Young & CO., LTD. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.